IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Bondbloxx BBG 6 MTH US Treas (XHLF)

CUSIP: 09789C788 | NYSE | 277 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Carrera Capital Advisors3,071,649
21.9% of portfolio›$154.4M
Tanager Wealth Management LLP745,650
3.1% of portfolio›$37.5M
Signal Advisors Wealth, LLC330,104
0.7% of portfolio›$16.6M
Diversify Wealth Management, LLC307,779
0.2% of portfolio›$15.4M
Diversify Advisory Services, LLC307,779
0.2% of portfolio›$15.4M
Total Investment Management Inc294,244
1.4% of portfolio›$14.8M
Pacific Sage Partners, LLC291,505
1.9% of portfolio›$14.6M
eCIO, Inc.276,625
4.8% of portfolio›$13.9M
Evergreen Capital Management LLC262,019
0.2% of portfolio›$13.2M
Warren Street Wealth Advisors, LLC241,417
2.4% of portfolio›$12.1M
Laurel Wealth Advisors LLC179,030
0.8% of portfolio›$9.0M
Encompass More Asset Management132,564
0.9% of portfolio›$6.7M
North Forty Two & Co.121,885
5.1% of portfolio›$6.1M
Partners Wealth Management, LLC90,959
0.5% of portfolio›$4.6M
Bulwark Capital Corp83,236
2.2% of portfolio›$4.2M
Oliver Luxxe Assets LLC79,872
0.6% of portfolio›$4.0M
Sigma Planning Corp70,465
0.1% of portfolio›$3.5M
Measured Risk Portfolios, Inc.61,798
3.3% of portfolio›$3.1M
S&A Financial Services, Inc.61,111
1.9% of portfolio›$3.1M
Strong Retirement Solutions LLC57,533
1.6% of portfolio›$2.9M
3Edge Asset Management, LP47,755
0.1% of portfolio›$2.4M
Blume Capital Management, Inc.44,507
0.3% of portfolio›$2.2M
Sweeney & Michel, LLC41,569
0.6% of portfolio›$2.1M
Curry Webb Wealth Management LLC34,629
0.7% of portfolio›$1.7M
Brookstone Capital Management31,377
0.0% of portfolio›$1.6M
John W. Brooker & Co., CPAs30,356
1.7% of portfolio›$1.5M
Acorn Financial Advisory Services Inc29,343
0.2% of portfolio›$1.5M
Sagespring Wealth Partners, LLC16,736
0.0% of portfolio›$841.0K
Single Point Partners, LLC16,085
0.1% of portfolio›$808.3K
Able Financial Group, LLC13,108
0.1% of portfolio›$658.7K
Sugar Maple Asset Management, LLC12,744
0.4% of portfolio›$640.4K
KFG Wealth Management, LLC12,400
0.1% of portfolio›$623.1K
WealthPlan Investment Management, LLC11,248
0.0% of portfolio›$565.2K
Able Wealth Management LLC10,923
0.1% of portfolio›$547.5K
Holcombe Financial, Inc.10,165
0.3% of portfolio›$510.8K
Financial Guidance Group, Inc.9,600
0.2% of portfolio›$482.4K
Ellis Investment Partners, LLC9,196
0.1% of portfolio›$462.1K
Argus Investors' Counsel, Inc.8,596
0.3% of portfolio›$431.9K
Apella Capital, LLC8,118
0.0% of portfolio›$407.1K
Laurel OAK Wealth Management, LLC7,662
0.1% of portfolio›$385.0K
Dynamic Advisor Solutions LLC7,650
0.0% of portfolio›$384.4K
Zega Investments, LLC6,906
0.0% of portfolio›$347.0K
Sowell Financial Services LLC6,894
0.0% of portfolio›$346.4K
Oregon Pacific Wealth Management, LLC6,354
0.3% of portfolio›$319.3K
Old North State Wealth Management, LLC5,844
0.1% of portfolio›$293.8K
Salem Investment Counselors Inc5,020
0.0% of portfolio›$252.3K
Kingswood Wealth Advisors, LLC5,000
0.0% of portfolio›$251.3K
Meredith Wealth Planning4,935
0.1% of portfolio›$248.0K
Cambridge Investment Research Advisors, Inc.4,817
0.0% of portfolio›$242.0K
Truist Financial Corp4,209
0.0% of portfolio›$211.5K
Commonwealth Equity Services, LLC4,024
0.0% of portfolio›$202.2K
Farther Finance Advisors, LLC3,697
0.0% of portfolio›$185.8K
Buck Wealth Strategies, LLC2,161
0.0% of portfolio›$108.6K
NBH Bank1,400
0.0% of portfolio›$70.4K
Latitude Advisors, LLC1,094
0.0% of portfolio›$55.0K
Mather Group, Llc.815
0.0% of portfolio›$41.0K
IFP Advisors, Inc500
0.0% of portfolio›$25.1K
Creative Financial Designs Inc99
0.0% of portfolio›$5.0K
Compass Financial Management LLC82
0.0% of portfolio›$4.1K
Transce3nd, LLC70
0.0% of portfolio›$3.5K
Root Financial Partners, LLC6
0.0% of portfolio›$302
Silver Grove Financial Group, Inc.2
0.0% of portfolio›$77
GK Wealth Management LLC1
0.0% of portfolio›$50
Cape Investment Advisory, Inc.0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
Carrera Capital Advisors
3,071,649$154.4M21.9%ETFMediumTroy, MI2026-11-03
Tanager Wealth Management LLP
745,650$37.5M3.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Signal Advisors Wealth, LLC
330,104$16.6M0.7%ETFLowDetroit, MI2026-10-13
Diversify Wealth Management, LLC
307,779$15.4M0.2%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
307,779$15.4M0.2%GrowthLowSandy, UT2026-10-20
Total Investment Management Inc
294,244$14.8M1.4%ETFLowScottsdale, AZ2026-10-22
Pacific Sage Partners, LLC
291,505$14.6M1.9%ETFLowEdmonds, WA2026-10-21
eCIO, Inc.
276,625$13.9M4.8%ETFMediumMadison, WI2026-11-02
Evergreen Capital Management LLC
262,019$13.2M0.2%GARPMediumBellevue, WA2026-10-23
Warren Street Wealth Advisors, LLC
241,417$12.1M2.4%ETFMediumIrvine, CA2026-11-04
Laurel Wealth Advisors LLC
179,030$9.0M0.8%CoreVery LowCharlotte, NC2026-10-27
Encompass More Asset Management
132,564$6.7M0.9%ETFHighDanville, CA2026-10-16
North Forty Two & Co.
121,885$6.1M5.1%ETFVery LowLake Oswego, OR2026-10-19
Partners Wealth Management, LLC
90,959$4.6M0.5%CoreLowCarmel By The Sea, CA2026-10-28
Bulwark Capital Corp
83,236$4.2M2.2%ETFMediumFernandina Beach, FL2026-10-13
Oliver Luxxe Assets LLC
79,872$4.0M0.6%ValueMediumGladstone, NJ2026-10-14
Sigma Planning Corp
70,465$3.5M0.1%GrowthMediumAnn Arbor, MI2026-10-23
Measured Risk Portfolios, Inc.
61,798$3.1M3.3%YieldMediumSan Diego, CA2026-10-21
S&A Financial Services, Inc.
61,111$3.1M1.9%ETFN/AOverland Park, KS2026-11-03
Strong Retirement Solutions LLC
57,533$2.9M1.6%GrowthMediumSilverdale, WA2026-10-07
3Edge Asset Management, LP
47,755$2.4M0.1%ETFMediumNaples, FL2026-10-30
Blume Capital Management, Inc.
44,507$2.2M0.3%CoreMediumBerkeley, CA2026-10-26
Sweeney & Michel, LLC
41,569$2.1M0.6%ETFVery LowChico, CA2026-10-16
Curry Webb Wealth Management LLC
34,629$1.7M0.7%ETFLowIndianapolis, IN2026-10-22
Brookstone Capital Management
31,377$1.6M0.0%ETFMediumWheaton, IL2026-10-22
John W. Brooker & Co., CPAs
30,356$1.5M1.7%ETFMediumOakland, CA2026-10-21
Acorn Financial Advisory Services Inc
29,343$1.5M0.2%ETFMediumReston, VA2026-11-02
Sagespring Wealth Partners, LLC
16,736$841.0K0.0%ETFLowFranklin, TN2026-10-22
Single Point Partners, LLC
16,085$808.3K0.1%ETFVery LowBoston, MA2026-10-19
Able Financial Group, LLC
13,108$658.7K0.1%ETFLowScottsdale, AZ2026-10-14
Sugar Maple Asset Management, LLC
12,744$640.4K0.4%ETFMediumSister Bay, WI2026-10-13
KFG Wealth Management, LLC
12,400$623.1K0.1%ETFMediumGranger, IN2026-10-16
WealthPlan Investment Management, LLC
11,248$565.2K0.0%GrowthMediumOmaha, NE2026-10-15
Able Wealth Management LLC
10,923$547.5K0.1%ETFMediumToms River, NJ2026-10-13
Holcombe Financial, Inc.
10,165$510.8K0.3%ETFLowAtlanta, GA2026-10-16
Financial Guidance Group, Inc.
9,600$482.4K0.2%ETFVery LowPalm Harbor, FL2026-10-21
Ellis Investment Partners, LLC
9,196$462.1K0.1%ETFLowBerwyn, PA2026-10-21
Argus Investors' Counsel, Inc.
8,596$431.9K0.3%MomentumMediumNew York, NY2026-10-09
Apella Capital, LLC
8,118$407.1K0.0%ETFVery LowWest Hartford, CT2026-10-08
Laurel OAK Wealth Management, LLC
7,662$385.0K0.1%GrowthLowMarlton, NJ2026-10-19
Dynamic Advisor Solutions LLC
7,650$384.4K0.0%ETFLowPhoenix, AZ2026-10-13
Zega Investments, LLC
6,906$347.0K0.0%GrowthMediumPalm Beach Gardens, FL2026-11-04
Sowell Financial Services LLC
6,894$346.4K0.0%CoreLowNorth Little Rock, AR2026-10-23
Oregon Pacific Wealth Management, LLC
6,354$319.3K0.3%ETFMediumMedford, OR2026-10-20
Old North State Wealth Management, LLC
5,844$293.8K0.1%ValueMediumWilmington, NC2026-10-22
Salem Investment Counselors Inc
5,020$252.3K0.0%GrowthVery LowWinston-Salem, NC2026-10-13
Kingswood Wealth Advisors, LLC
5,000$251.3K0.0%GrowthLowSan Diego, CA2026-10-23
Meredith Wealth Planning
4,935$248.0K0.1%ETFLowMaryville, IL2026-10-14
Cambridge Investment Research Advisors, Inc.
4,817$242.0K0.0%ETFLowFairfield, IA2026-11-02
Truist Financial Corp
4,209$211.5K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
4,024$202.2K0.0%ETFLowWaltham, MA2026-11-02
Farther Finance Advisors, LLC
3,697$185.8K0.0%IndexLowSan Francisco, CA2026-10-08
Buck Wealth Strategies, LLC
2,161$108.6K0.0%ValueMediumDenver, CO2026-10-28
NBH Bank
1,400$70.4K0.0%CoreN/AGreenwood Village, CO2026-11-05
Latitude Advisors, LLC
1,094$55.0K0.0%ETFLowYorkville, IL2026-10-27
Mather Group, Llc.
815$41.0K0.0%ETFMediumChicago, IL2026-10-14
IFP Advisors, Inc
500$25.1K0.0%GrowthLowTampa, FL2026-10-16
Creative Financial Designs Inc
99$5.0K0.0%ETFMediumKokomo, IN2026-11-04
Compass Financial Management LLC
82$4.1K0.0%CoreN/ATampa, FL2026-10-30
Transce3nd, LLC
70$3.5K0.0%GrowthLowBuda, TX2026-10-26
Root Financial Partners, LLC
6$3020.0%ETFMediumEncinitas, CA2026-10-21
Silver Grove Financial Group, Inc.
2$770.0%CoreMediumOrchard Park, NY2026-11-05
GK Wealth Management LLC
1$500.0%GARPVery HighReno, NV2026-10-09
Cape Investment Advisory, Inc.
0$40.0%ETFLowMcdonough, GA2026-10-13